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Hedge Funds Similar to Rochester Wealth Strategies

13F Portfolio OverlapQ2 2026Rochester Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Rochester Wealth Strategies, LLC is an institutional investor managing $181M across 27 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rochester Wealth Strategies are Five Pine Wealth, TWIN FOCUS PARTNERS, EverSource Wealth Advisors, with shared positions in $IAU, $FBTC, $DOV, $KKR, $BN. The full ranking of 16 similar funds is below.

#1Five Pine Wealth ManagementActive
Highly similar · 3 shared positions
$IAU$FBTC$DOV
$177M
51 positions
#2TWIN FOCUS CAPITAL PARTNERS, LLCActive
Substantial overlap · 3 shared positions
$IAU$DOV$KKR
$983M
170 positions
#3EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$FBTC$KKR$DOV
$3.0B
4,392 positions
#4Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DOV$FBTC
$1.2B
127 positions
#5Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$BN$IAU$DOV
$1.1B
154 positions
#6Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$BN$KKR$DOV
$504M
213 positions
#7New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$BN$IAU
$268M
50 positions
#8National Philanthropic TrustActive
Slight overlap · 3 shared positions
$IAU$KKR$BN
$6.9B
409 positions
#9Endowment Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$DOV$IAU$FBTC
$259M
181 positions
#10Downshift Financial, LLCPassive
Slight overlap · 3 shared positions
$DOV$FBTC$IAU
$223M
668 positions
#11Koa Wealth Management, LLCActive
Slight overlap · 3 shared positions
$BN$IAU$DOV
$147M
54 positions
#12Banco BTG Pactual S.A.Active
Slight overlap · 3 shared positions
$BN$IAU$KKR
$1.2B
194 positions
#13Financial Synergies Wealth Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$KKR$DOV$IAU
$1.2B
116 positions
#14Fort Point Capital Partners LLCActive
Slight overlap · 3 shared positions
$DOV$FBTC$IAU
$1.4B
254 positions
#15Betterment LLCActive
Slight overlap · 3 shared positions
$DOV$IAU$FBTC
$59.1B
675 positions
#16Cordant, Inc.Active
Slight overlap · 3 shared positions
$IAU$FBTC$DOV
$278M
353 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.